Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.9B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Sells

1 +$57.3M
2 +$38.4M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$34.5M

Sector Composition

1 Financials 21.75%
2 Healthcare 14.53%
3 Technology 12.41%
4 Industrials 7.4%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$82.4M 0.18%
1,497,886
+1,593
77
$81.9M 0.17%
2,432,883
-970,680
78
$81.7M 0.17%
2,039,163
-12,818
79
$81.3M 0.17%
763,423
-212,060
80
$80.8M 0.17%
3,940,104
-836,428
81
$80.7M 0.17%
2,768,040
-9,499
82
$78.1M 0.17%
2,976,616
-48,312
83
$77.4M 0.17%
2,328,069
-30,635
84
$75.1M 0.16%
2,149,221
-1,505
85
$73.9M 0.16%
1,069,460
+3,145
86
$71.8M 0.15%
2,371,254
-18,045
87
$71.7M 0.15%
477,504
-8,722
88
$71.3M 0.15%
321,527
-4,345
89
$70.9M 0.15%
999,554
-127,556
90
$70.9M 0.15%
1,203,229
-472,308
91
$70.4M 0.15%
1,698,707
-8,177
92
$70.3M 0.15%
4,226,833
+18,434
93
$69.1M 0.15%
2,040,041
+196,227
94
$68.6M 0.15%
909,858
-8,183
95
$68.2M 0.15%
3,363,414
+400,420
96
$68.1M 0.15%
1,907,663
-35,105
97
$67.4M 0.14%
2,944,905
-2,615
98
$66.6M 0.14%
3,305,028
+21,980
99
$65.3M 0.14%
661,207
-3,935
100
$64.7M 0.14%
4,452,211
-1,806,350